Fort Wright, Kentucky (August 7, 2023) — VonLehman CPA & Advisory Firm (VonLehman) has announced the launch of VL Private Wealth, LLC (VL Private Wealth), effective as of June 1, 2023. The introduction of the wealth management practice supports VonLehman’s commitment to provide specialized, full-service accounting and advisory services to the individuals, businesses, and organizations throughout the region.
The relationship between VL Private Wealth and VonLehman CPA & Advisory Firm benefits clients via a coordinated service offering that provides the combined knowledge of experienced wealth advisors and specialized tax professionals. The wealth management company operates as a boutique, providing CEO level guidance for high-net-worth families, while also offering retirement planning, investment management, estate planning, 401 k, insurance, among other services.
Managing Director, Diego Vallota, has over 25 years’ experience in wealth management. Vallota serves his clients as a fiduciary, building personal relationships through individualized planning that seeks to target and attain strategic financial goals. “The decision to partner with VonLehman was an easy one. We share a similar customer-first philosophy in everything we do,” said Vallota. “Our clients receive the resources of a large firm with the execution and service level of a boutique practice. It’s a natural fit that we believe will provide tremendous value to our clients.”
When searching for candidates to lead the wealth management practice, VonLehman CEO, Adam Davey, says, “Familiarity with the accounting industry and a commitment to client service were among the essential attributes. Diego’s experience is concentrated on the needs of the high-net-worth market – trustworthy financial guidance and the ability to relate to people and build meaningful relationships.” Davey continued, “There is a specialized need for coordinated wealth management and tax guidance on the individual level. We’re confident VL Private Wealth, in coordination with VonLehman’s tax professionals, will offer the unique support these high-net-worth families require.”